Affiance Financial, LLC Ishares Tr Ishares Core Msci P Transaction History

Affiance Financial, LLC

$414 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 14, 2020	SELL	$41.43 - $59.45 $149,935 - $215,149	-3,619 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$55.17 - $59.7 $199,660 - $216,054	3,619 New	3,619 $211,000

Others Institutions Holding IPAC

# of Institutions

146

Shares Held

25.3M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.24M
Shares

$453 Million
5.75% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$400 Million
5.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.26M
Shares

$79 Million
0.01% of portfolio
Assetmark, Inc

1.14M
Shares

$71.3 Million
0.19% of portfolio
Jpmorgan Chase & CO New York, NY

1.01M
Shares

$63.4 Million
0.01% of portfolio

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